WCM

Wedge Capital Management Portfolio holdings

AUM $5.42B
1-Year Est. Return 33.84%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+33.84%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$5.9B
AUM Growth
+$300M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
551
New
Increased
Reduced
Closed

Top Buys

1
+$65.6M
2
+$59.9M
3
+$59.8M
4
IDCC icon
InterDigital
IDCC
+$52.9M
5
VOYA icon
Voya Financial
VOYA
+$36.1M

Top Sells

1
+$63.6M
2
+$40.1M
3
+$39.2M
4
WFC icon
Wells Fargo
WFC
+$38.2M
5
SNV
Synovus
SNV
+$36.4M

Sector Composition

1 Technology 31.86%
2 Financials 14.99%
3 Consumer Discretionary 12.84%
4 Healthcare 12.25%
5 Industrials 10.38%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$2.92M 0.05%
564,630
+287,178
277
$2.91M 0.05%
33,136
+9,793
278
$2.86M 0.05%
+145,168
279
$2.86M 0.05%
35,478
-3,049
280
$2.85M 0.05%
130,779
+23,145
281
$2.83M 0.05%
322,598
-27,426
282
$2.82M 0.05%
135,819
+18,818
283
$2.82M 0.05%
11,428
-6,918
284
$2.8M 0.05%
96,058
+3,291
285
$2.79M 0.05%
96,155
-8,645
286
$2.79M 0.05%
62,176
-5,561
287
$2.79M 0.05%
34,176
+2,454
288
$2.76M 0.05%
71,691
+14,958
289
$2.74M 0.05%
96,551
-574
290
$2.71M 0.05%
90,895
-2,512
291
$2.7M 0.05%
41,333
-7,803
292
$2.68M 0.05%
32,335
+1,847
293
$2.66M 0.05%
23,068
-4,861
294
$2.65M 0.05%
66,674
-5,842
295
$2.65M 0.04%
20,844
-1,479
296
$2.63M 0.04%
34,801
-2,176
297
$2.63M 0.04%
58,512
+8,151
298
$2.62M 0.04%
128,963
+21,818
299
$2.62M 0.04%
66,656
-5,746
300
$2.6M 0.04%
19,331
-4,268
10 11
12
13 14